Gordon Asset Management, LLC :: Wealth Management, Retirement Plans, Investment Advisor, Exit Planning : Our Partners

Our Partners

• Our Partners
• Fiduciary Services
• Plan Investment Due Diligence
• Employee Communication & Services
• Qualified Plan Design
- • 401(k) Plans
- • Combo Defined Contribution/Cash Balance
- • Other Defined Contribution
- • Defined Benefit
• Non-Qualified Plan Design
• Regulatory Issues
• Plan Level Benchmarking

Our Partners

MVP Plan Administrators is a Cary, N.C. based third party record keeping and administration firm for ERISA qualified retirement plans, notably 401(k) plans. Because of their experienced and credentialed professionals, we work closely with MVP on handling the IRS compliance and record keeping for over 100 of our ERISA plan clients. Our firms complement each other in the sense that we provide fiduciary plan level services, under either ERISA Section 3(21)A (non-discretion) or full discretion under ERISA Section 3(38). Feel free to check them out at www.MVPPlanAdmin.com

Pinnacle Plan Design, led by Kevin Donovan, one of the top Cash Balance actuarial firms in the country, provides plan design and compliance testing for our 25 or so 401(k) plan clients who also sponsor a Cash Balance pension plan. Pinnacle provides the IRS compliance services while our firm acts as fiduciary and sets investment policy for the trustee directed plan assets. For more information, visit www.Pinnacle-Plan.com

Scolaro, Shulman Cohen Fetter & Burstein P.C. is a Syracuse, New York based law firm which assists in all legal and tax filings related to obtaining federal approval for our Combo 401(k) Profit-sharing and Cash Balance defined benefit plans. Led by ERISA attorney, Stew McGough, Scolaro has been involved in the adoption of 250-300 of the 2000 Cash Balance plans installed in the U.S. since EGTTRA passed in 2001, effective in 2002. Scolaro has a batting average of 1,000 in gaining approval status with the IRS for favorable determination letters for our clients’ plans. For more information, visit www.Scolaro.com

Drinker Biddle and Reath, LLP is a national law firm with over 650 lawyers in 11 offices around the U.S. The recent lift out addition of 11 lawyers from Reish and Reicher, a well-regarded Los Angeles boutique ERISA law firm, gives us great access to expert ERISA council and litigation services. Fred Reish and Bruce Ashton are our primary contacts. Drinker Biddle is our firm’s ERISA legal counsel. For more information, visit www.DrinkerBiddle.com

DrinkerBiddle ERISA Litigation Newletter

Gordon Asset Management, is North Carolina's premier Asset Management company, specializing in Wealth Management, Retirement Plans and Exit Planning services. Located in the Research Triangle of Raleigh-Durham and Chapel Hill , Gordon Asset Management services the Triad of Greensboro, High Point and Winston-Salem as well as throughout North Carolina, East Tennessee and South Carolina.

Investment advice provided by Gordon Asset Management, LLC, a registered investment advisor with the Securities and Exchange Commission.

"Representatives registered with and securities offered through Moloney Securities Co., Inc., a registered broker/dealer, and Member of the FINRA/SIPC/MSRB. Gordon Asset Management, LLC and Moloney Securities Co., Inc. are not affiliated."